William Rhett Roberson
Investment adviser representative at Brookstone Wealth Advisors, LLC
4 yearsExperience
1 stateRegistered in
$0Firm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- Brookstone Wealth Advisors, LLCMay 2019 to now
- Retirement Wealth AdvisorsMay 2019 to now
- Mantel Wealth Management LLCApr 2019 to now
- Synergy Annuity Marketing LPApr 2019 to now
- United States Army ReserveDec 2019 to Sep 2022
- The Quantum Group, LLCApr 2019 to Jan 2020
- Stryde Solutions, LLCApr 2019 to Nov 2019
- UmemployedOct 2018 to Apr 2019
- Wealth Covenant Group LLCDec 2017 to Oct 2018
- Bank of America, N.A.Feb 2016 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6577504
- Firm CRD
- 137658